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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-05 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
8040 South 48Th Street, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2008 | 07/2025 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 07/2025 | Present |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-24 |
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